Stone & Gerken, P.A.

Form 5500

STONE & GERKEN, P.A.

4850 North Hwy 19a, Mount Dora, FL 32757 (352) 357-0330 EIN:59-3139811 Plan Admin:Cindi Kennedy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,514,044 / $1,866,362	2023	STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN - Plan #001	11 / 11	$1,514,044 / $1,866,362
2022	Plan NameSTONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,773,514 / $1,514,044	2022	STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN - Plan #001	11 / 11	$1,773,514 / $1,514,044
2021	Plan NameSTONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,517,870 / $1,773,514	2021	STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN - Plan #001	12 / 11	$1,517,870 / $1,773,514
2020	Plan NameSTONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$1,883,270 / $1,517,870	2020	STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN - Plan #001	12 / 11	$1,883,270 / $1,517,870
2019	Plan NameSTONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,496,250 / $1,883,270	2019	STONE & GERKEN, P.A. 401(K) & PROFIT SHARING PLAN - Plan #001	11 / 11	$1,496,250 / $1,883,270